让有消费能力的群体带头消费，政策引导与边界界定缺一不可。习近平总书记指出："要有序取消一些 行政性限制消费购买的规定，释放消费潜力。"这需要政策、制度甚至法律层面精准发力，体现包容、 合理。当然，这些既要为消费"松绑"，又要划清"红线"。必须严格区分合理消费与铺张浪费、个人消费 与公款消费的本质区别，在鼓励品质消费、多渠道消费、适度超前消费的同时，又坚守纪律底线，杜绝 公款消费和奢靡之风。近年来，多地实践证明政策"松绑"的有效性：重庆破除二手车流通堵点卡点，海 南公开征集消费限制优化建议，北京定向增发新能源小客车指标等，这些举措都有效激活了相关领域消 费潜力。此外，要完善消费维权机制，优化消费环境，让有消费能力的群体"能消费、敢消费、愿消 费"，推动形成全社会消费升级的良好氛围。 长期以来，全球经济发达体在经济承压时，无不通过引导消费稳增长。如公职人员带薪休假，以及各地 创新假期制度的推行，就展现了显著的带动效果：如今年黄山等地针对"秋假"推出免门票活动，成功将 传统旅游淡季转化为消费旺季；北方地区同步探索"雪假"模式，吉林的"雪假"首日，重点冰雪场所接待 游客超5万人次，部分景区客流量同比翻倍。这些数据生动 ...

街道持续实施高质量发展企业培育计划，建立常态化服务机制，健全"四包一"联系服务与帮办代办 制度，通过"问需纾困 暖企护航"大走访、企业家座谈会、政银企对接交流等活动，累计走访企业约300 家次，对税源企业、"四上"企业及成长性企业开展精准帮扶。持续加大重点企业培育力度，完善街 道"四上"企业培育库并实施动态管理，加大政策引导，鼓励"个转企、小升规"，持续壮大经济"基本 盘"。 街道探索老旧小区改造后"红色物业"示范点建设，形成"红色管家"运营"红色物业"服务"红色网 格"的创新思路，实现物业服务、防违治违等"一张网"管理。实施人居环境提升工程，巩固朱方路、金 山路路域环境整治效果，完成长江路整治与区文化馆周边环境提升，打造"金山福照地、烟火三茅宫"秀 美风光带。 街道坚持人民至上，聚焦群众身边的"急难愁盼"，持之以恒办好事、解难事、做实事。聚焦"一老 一小"关键群体，构建"专业机构+社区+居家"康养链条，升级"爱心暑托班+特色课程"的家社共育体系。 紧盯困难群体，动态完善困难群众信息库，优先保障低保、残疾、孤寡等群体救助，加强零就业家庭帮 扶，建成居家养老服务中心10家，切实兜牢民生底线。（孔雪 潘倩 苏妍 ...

Group 1 - The core viewpoint of the article highlights the increasing trend of international consumer brands seeking strategic partnerships with local Chinese capital, indicating a shift in investment logic from opportunity-driven to strategic-driven in the Chinese consumer market [1] - Recent strategic collaborations include Gaohe Capital and Ingka Shopping Centers establishing a real estate fund for shopping centers in Beijing, Wuxi, and Wuhan, and CPE Yuanfeng partnering with Burger King's parent company RBI to inject $350 million for exclusive development rights in China [1][2] - The investment landscape is evolving from "bulk buying" to strategic control, with capital giants focusing on deep empowerment and operational involvement in their investments, reflecting a mature stage in the Chinese consumer market [2] Group 2 - The article discusses the shift in consumer demand from "material satisfaction" to "value alignment," creating a strategic window for capital to engage in industry integration, as established brands face growth bottlenecks [3] - The integration of capital and industry is essential for enhancing supply-demand adaptability, where capital injects upgrading momentum into industries, and industries provide sustainable profitability to enhance capital value [3] - Policy support for consumption as a key driver of economic growth is emphasized, with initiatives aimed at optimizing the supply structure of consumer goods and enhancing market vitality, indicating a favorable environment for capital investment [4]

Group 1 - The core idea of the articles highlights the surge in demand for "New Year’s Eve" activities such as fireworks shows, concerts, and camping, leading to a significant increase in hotel bookings and overall tourism consumption, with Beijing experiencing a 92% growth in travel reservations by December 21 [1] - The focus on ritual and atmosphere during the New Year’s Eve celebrations is driving a shift in consumer behavior, prompting various events and activities to enhance the experience, including performances at historical sites and extended museum hours [1] - Businesses are preparing to capitalize on this trend by integrating dining experiences with festive themes, offering unique combinations like "hot pot + hot springs" and "hot pot + skiing," thereby creating new consumption scenarios [1] Group 2 - The "Chasing Light New Year" concept provides insights into the integration of culture and tourism, emphasizing that night economy is not merely about lighting and street markets but involves a comprehensive approach to enhance urban identity and extend industry chains [2] - Despite climate constraints, there is potential for cities like Beijing to innovate in product offerings, improve consumer environments, leverage technology, and enhance safety measures to explore new opportunities in the night economy [2] - The emerging consumer trends reflect a desire for quality, experience, and emotional connections, indicating a shift towards a market that values these aspects in future developments [2]

Group 1 - The Daguanzhuan New Agricultural Market in Kunming is a popular destination for locals and tourists, known for its diverse range of food ingredients and specialties [2] - The market has gained popularity on social media, attracting visitors who come to experience local delicacies and the vibrant lifestyle of Yunnan [2] - The market features various stalls, including a coffee shop where visitors can taste Yunnan coffee beans [2] Group 2 - Fresh blueberries from Yunnan have recently become available, showcasing the region's agricultural diversity [5] - Tour guides are actively introducing the market to international visitors, including those from Malaysia, enhancing the market's appeal as a cultural experience [7] - The market is decorated with local specialties, such as wild mushrooms, which attract both locals and tourists [9]

来源：港股研究社 最近，中国企业出海又上演了一出好戏。 在洛杉矶好莱坞大道，出现了一家售卖1美元冰淇淋的中国品牌——蜜雪冰城。美国最繁华的街区与中国的极致性价比，这个组合形成了强烈反差。几乎在 同一时间，蜜雪冰城股价单日涨近10%，重回近期高点。 一直以来，蜜雪冰城被视为极致性价比的代表，是下沉市场与规模红利的产物。也正因如此，蜜雪选择进入美国，更像是一次主动的能力展示，它将低毛 利、高周转、高标准化的中国效率，直接推向成本更高、规则更复杂的消费市场。 从这个角度看，股价的上涨，未必是对美国门店销量的下注，反而是对其背后那套中国效率可复制能力的提前定价。 蜜雪在美国站稳脚跟，仅靠一杯超甜奶茶？ 过去几年里，中国新茶饮出海更多聚焦在"文化展示"层面，而蜜雪则选择了一条更直接的路径。 其位于好莱坞大道的蜜雪美国首店仍将价格牢牢压在1至5美元区间，比如其标志性冰淇淋售价为1.19美元，冰柠檬水1.99美元，珍珠奶茶起价3.99美元。这 种"天价地段+极致低价"的组合，本身就构成了一种商业悖论。这并非简单意义上的点位与价格竞争，反而是一种更具进攻性的判断。 而"200%糖度"的出现也因此显得顺理成章。它并不是噱头，也 ...

Core Insights - The rise of black sesame-flavored products in the beverage and dessert market in Changsha is linked to increasing health-conscious consumer behavior during winter, with multiple brands launching new offerings [3][4][5] Beverage Industry - Several tea and coffee brands, including Luckin Coffee and Tea Baidao, have introduced black sesame products, such as the "Five Black Latte" and "Black Sesame Soy Milk Kirin," which have gained popularity among consumers [3][4] - M Stand has also launched a series of black sesame-themed products, including a black sesame Basque milk and cheesecake, contributing to the trend [4] - Local coffee shops are joining the trend, with at least ten establishments in Changsha adding black sesame lattes to their menus, promoting health benefits like hair nourishment and wellness [5] Consumer Reception - While some consumers appreciate the health aspects of black sesame products, others criticize the taste, comparing it unfavorably to traditional black sesame paste [3][6] - Social media discussions reveal mixed reviews on the flavor and quality of black sesame beverages, with some consumers finding them lacking in richness and authenticity [6] Health Claims and Ingredients - Black sesame is recognized in traditional Chinese medicine for its health benefits, which has led to its popularity among food brands [6] - However, concerns have been raised about the actual health benefits of some products, as many contain high levels of sugar and additives, leading to skepticism about their nutritional value [6] - Industry experts note that while black sesame fits well within the "new Chinese" health trend, some products may prioritize marketing over genuine health benefits, diluting the core value of black sesame [6]

消费赛道持续升温，越来越多国际消费品牌寻求与中国本土资本的战略合作。 近日，高和资本与英格卡购物中心宣布战略合作，计划共同设立一只专项不动产基金，该基金将持有分 别位于北京、无锡和武汉的三座荟聚购物中心；前不久，博裕资本与星巴克达成合作，将取得星巴克中 国合资公司60%股权；CPE源峰与汉堡王母公司RBI成立合资公司，将注入3.5亿美元并获得汉堡王中国 20年独家开发权。 上述交易呈现出共同的鲜明特征：资本方不仅追求财务回报，更深度介入甚至主导被投企业的运营与战 略决策。这标志着中国消费市场投资逻辑已从早期的机会驱动，全面转向服务于产业整合、提升集中度 的战略驱动新阶段，呈现出由头部机构主导的"战略控股、深度赋能"新特征。笔者认为，消费市场"资 本+产业"深度结合的案例不断涌现，背后有三重逻辑。 首先，从"扫货式"投资到战略控股，资本正重估消费赛道。 2025年消费领域的密集交易清晰勾勒出一场逻辑变革：资本巨头对消费赛道的布局，正从追求规模扩张 的"扫货式"投资，转向深度赋能的战略控股。这种转变不仅是资本投资模式的迭代，更是其对消费产业 本质的重新认知。 此前，资本往往以现金为主要工具，通过密集收购不同赛道标 ...

每经记者｜孙宇婷 李雨冰 每经编辑｜陈旭 消费市场，亦是情绪市场。每一个头条背后，都涌动 着复杂的大众情绪。这些情绪在消费者、品牌与资本之间 奔涌交织,共同谱写出十幕跌宕起伏的年度大戏。让我们 拉开帷幕，回到那些定义情绪、也定义市场的关键现场。 每经记者 | 孙宇婷 实习记者 | 李雨冰 | 娃哈哈宗氏财产纠纷 港股新消费"三姐妹" 信号 多品牌充电宝集中召回 4 4 影响 苏超赛事火爆 赞助商暴增 百亿外卖补贴大战 罗永浩掀西贝"预制菜"风波 3 5 % | 渡旗 智慧 3,7 8 [ 排易] 山姆会员店遭遇选品危机 中国区换帅谋变 镜头①：唏嘘 事件：娃哈哈宗氏财产纠纷 新闻：2025年7月，娃哈哈创始人宗庆后百亿元遗产引发股权纷争，时任董事长宗馥莉遭到"宗家三兄妹"联手起诉。 8 青浦 始祖鸟雪山烟花秀 引发生态争议 博裕入主星巴克中国 红◎ 憧憬 海南封关 98 观望 情绪解读：商业帝国的传承，从万众瞩目的佳话演变为一场关于亲情、权谋与契约的公开审视。公众的情绪在惋惜与审慎间摇摆——有对过往辉煌的怀 念，也有对现实难题的无奈。 弹幕：时代的注脚，写满了唏嘘。 镜头②：狂热 事件：港股新消费"三姐妹" ...

或为改善核心品牌经营颓势，或为突破业绩增长瓶颈，多家餐饮巨头正开拓新赛道。 近日，"连锁火锅第一股"呷哺呷哺（00520.HK）旗下全新品牌"呷牛排"全国首店在北京龙德广场正式围挡，虽暂未开业，却已引得行业关注。 这意味着以台式小火锅为核心标签的呷哺呷哺，开始切入牛排赛道。 根据公开信息，"呷牛排"定位主打"手工台式古早味厚牛排"，兼顾品质与性价比，以物美价廉的优势面向消费者，即走大众路线。 中高端子品牌"凑凑"更不乐观，销售额同比下降25.8%至7.45亿元，同店销售额也下降14%。与此同时，"凑凑"餐厅门店数量也从上年同期的245家，缩减 至今年6月末的174家，近三成店面关闭。 呷哺呷哺集团在中报中坦言，受持续消费降级、品牌产品竞争力不足等影响，"凑凑"品牌受到了较大冲击，客流持续下滑。即便增加到店畅饮畅吃活动、 提升营销频次、加强媒体宣传等，其翻台率仍然由2024年上半年的1.6倍下滑至2025年上半年的1.4倍。 为扭转颓势，公司早已启动多维度自救。 在社交平台上流传的呷牛排新店图片 火锅主业 "不赚钱 " 这场跨界并非偶然，而是呷哺呷哺在持续业绩压力下的战略突围。 回溯发展轨迹，1998年创立的呷 ...